Moseley Investment Management Inc Ishares Tr Ibonds Dec 2031 Ter Transaction History
Moseley Investment Management Inc
- $282 Million
- Q2 2025
A detailed history of Moseley Investment Management Inc transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Moseley Investment Management Inc holds 245,655 shares of IBDW stock, worth $5.24 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
245,655
Previous 209,486
17.27%
Holding current value
$5.24 Million
Previous $4.34 Million
18.97%
% of portfolio
1.83%
Previous 1.74%
Shares
7 transactions
Others Institutions Holding IBDW
# of Institutions
238Shares Held
69.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$136 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$72.7 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.8 Million1.08% of portfolio
-
Morgan Stanley New York, NY2.95MShares$62.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$59.9 Million0.0% of portfolio